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North Carolina · Nonprofit

WILLOW OAK MONTESSORI CHARTER SCHOOL INC

WILLOW OAK MONTESSORI CHARTER SCHOOL INC (North Carolina) receives grants from 1 organization whose IRS filings report $1,280 to it, the largest being AMAZONSMILE FOUNDATION ($1,280). 1 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$3.9M
Funders on record
1
Grants received
$1k
Net assets
$1.3M
1/1 repeat funderspeak grant-dependency 0%
01What it does

What Willow Oak Montessori Charter School Inc does

Mission

Operation of a public charter school to assist children in achieving their unique potential as responsible global citizens by nurturing self-confidence and independent decision-making in a stimulating, creative, and diverse montessori community.

As stated on its FY2025 Form 990.

Program

  1. Operated a public charter school serving approximately 281 students during the fiscal year ended june 30, 2025.

    $3,068,386 spent$80,563 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $3,068,386.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($1.7M) Expenses 100 ($1.6M) Net assets 100 ($421k)2019 Revenue 133 ($2.3M) Expenses 133 ($2.2M) Net assets 137 ($576k)2020 Revenue 140 ($2.4M) Expenses 134 ($2.2M) Net assets 182 ($767k)2021 Revenue 173 ($2.9M) Expenses 156 ($2.5M) Net assets 275 ($1.2M)2022 Revenue 194 ($3.3M) Expenses 180 ($2.9M) Net assets 365 ($1.5M)2023 Revenue 204 ($3.5M) Expenses 204 ($3.3M) Net assets 418 ($1.8M)2024 Revenue 214 ($3.6M) Expenses 244 ($4.0M) Net assets 338 ($1.4M)2025 Revenue 228 ($3.9M) Expenses 246 ($4.0M) Net assets 309 ($1.3M)
'17'19'20'21'22'23'24'25
Revenue (228)Expenses (246)Net assets (309)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $1.6M to $4.7M (+199%).

$422k
$593k
$776k
$1.2M
$1.6M
$4.7M
$4.1M
$3.6M
'17'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 2% · 2019 1% · 2020 2% · 2021 1% · 2022 3% · 2023 96% · 2024 95% · 2025 96%. Grants only. Government contracts and fees sit inside program revenue.

97% of WILLOW OAK MONTESSORI CHARTER SCHOOL INC’s revenue is contributions — more reliant on donations than three-quarters of its peers (48% for the typical peer).

This organization
Typical peer · 12,352 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 8 reported years ran a deficit.

$73k
’17
$104k
’19
$191k
’20
$392k
’21
$376k
’22
$156k
’23
−$337k
’24
−$119k
’25
2.4
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'19'20'21'22'23'24'25
Listed910131312101010
Joined··+8+0+5+4+6+5
No longer listed··506665
03Who funds it

Who funds it, year by year

2020 → 2023: the base held at 1 funder, grant income fell $242 → $238.

Funder
'20
'21
'22
'23
total
funders
1
1
1
1

1 of 1 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 100% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $141k from one payer (the payer shares this organization's board, largest Willow Oak Montessori Foundation Inc). These are real filings, and they are not money WILLOW OAK MONTESSORI CHARTER SCHOOL INC raised.

From the IRS filings of WILLOW OAK MONTESSORI CHARTER SCHOOL INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

100% of WILLOW OAK MONTESSORI CHARTER SCHOOL INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Too little is directly attributable to place on a map.

Funder states come from each funder’s own filing. $1k arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

WILLOW OAK MONTESSORI CHARTER SCHOOL INC has grown faster than half of the 9,398 education nonprofits its size.

Operating margin−3% · below the median
Months of reserve2.4mo · below the median
Revenue growth (annualized)11% · above the median

this organization peer median middle 50% of peers· 9,398 education nonprofits $1M–$10M, FY2025

Organizations like WILLOW OAK MONTESSORI CHARTER SCHOOL INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In North Carolina

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

77% of spending goes to programs.

Program 77%Management 23%Fundraising 0%

Governance

9
board members
100%
independent
✓Conflict-of-interest policy–Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Footprint & structure

Part of a family of 2 related entities

  • Willow Oak Montessori Foundation · exempt
  • Willow Oak Montessori Children's Hs · exempt

Screen this organization

A dated, signed PDF of the compliance screen for WILLOW OAK MONTESSORI CHARTER SCHOOL INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds WILLOW OAK MONTESSORI CHARTER SCHOOL INC?
WILLOW OAK MONTESSORI CHARTER SCHOOL INC (North Carolina) receives grants from 1 organization whose IRS filings report $1,280 to it, the largest being AMAZONSMILE FOUNDATION ($1,280). 1 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does WILLOW OAK MONTESSORI CHARTER SCHOOL INC have?
IRS filings report 1 organization giving $1,280 in grants to WILLOW OAK MONTESSORI CHARTER SCHOOL INC, 1 of which have funded it in more than one year.
Who is the largest funder of WILLOW OAK MONTESSORI CHARTER SCHOOL INC?
AMAZONSMILE FOUNDATION is the largest funder on record, with $1,280 in grants. The full list of funders is on this page.
How can an organization like WILLOW OAK MONTESSORI CHARTER SCHOOL INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in North Carolina. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Willow Oak Montessori Charter School →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing